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Omni-Channel Software

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Insurance Xdate

Intelligent Prospecting

Data on its own is not a sales tool, and software alone can't tell you anything. That's why Xdate has to be both. So you can reach 25 prospects in the time it took for 20, win five deals instead of three. Out of the box. Because you can't make more time.

  • Every dataset on one platform: WC, PEO, Benefits, Non-Profits, DOT
  • Web, mobile, export, integrations and API from the same account
  • No bundles, no strings, no multi-year contract
one account · every channel
Web platformIncluded
Mobile appIncluded
ExportsIncluded
CRM integrationsIncluded
MCP / APIIncluded
DatasetsAll five
Six ways in

Pick the shape that matches how you work.

Start with the platform, or bolt on the piece you actually need.

Agent to Agency

Omni-channel plans for single agents, agencies, and enterprises, including web platform, mobile, exporting, integrations and MCP/API access for all datasets: WC, PEO, Benefits, Non-Profits and DOT.

  • Every dataset, every channel, one per-user price
  • Team notes, account groups and shared pipeline
  • HubSpot and Salesforce sync
  • Scales from one producer to a full agency
See all features →

Enterprise

Straight forward per user cost structure for large enterprise teams. Combine with bulk data files in JSON or CSV format, and API access.

  • Per-user pricing that doesn't need a negotiation
  • Bulk data delivery in JSON or CSV
  • API access for your own systems
  • MCP server for agent-driven workflows
See the MCP server →

Lead Capture

Lead Market and Calling Services. Set up a prospecting list on Xdate and send it to our callers to schedule phone appointments.

  • Build the list yourself with the targeting you already use
  • Hand it off. Our callers work it
  • Appointments land on your calendar
  • You keep the data either way
Ask about Lead Capture →

LossRunner

Loss run request automation. Prefilled loss release forms, and one click to email the release form to the insured.

  • Release forms prefilled from the Xdate record
  • Ordered direct from the carrier, not the incumbent agent
  • The insured only has to sign
See LossRunner →

Xtract

Loss run data extracted to a usable format (CSV or JSON). A pdf is a document; Xtract turns it into data you can actually analyze.

  • Claim-level detail pulled out of the pdf
  • CSV or JSON output
  • Analyze the book instead of retyping it
See Xtract →

xRate

Insurance carrier filings covering rate and coverage changes, market entries and exits, scoring models and more.

  • State-level carrier filings, scored for impact
  • Rate and form changes, new programs, market exits
  • AI filters for sentiment, impact and filing effect
  • Early detection for your renewal book
See filingWatch →
Start free → Talk to us

Reach 25 prospects in the time it took for 20. Win five deals instead of three. Out of the box. Because you can't make more time.

What clients are saying

No fake text bubble. Straight from their mouths.

Generate leads. Win new biz.

Start free. No bundles, no strings, no multi-year contract.

Start free → Talk to us